AAA Budding Beasts Portfolio
847.84 CR AUM
AAA Budding Beasts Portfolio
847.84 CR AUM

rajesh kothari
Purpose
AAA Budding Beasts Portfolio is an equity investment strategy focused on identifying market leaders with strong corporate governance, scalable business models and high growth potential. The portfolio construction is grounded in research driven stock selection combining top down and bottom up analysis with strong due diligence and cycle aware allocation. The strategy seeks to capture long term growth by investing in companies with strong balance sheets, high ROCE and sustainable earnings expansion. The investment universe focuses primarily on mid cap and small cap companies that are category leaders across diverse sectors such as consumer, auto and auto ancillary, engineering, banking and finance, pharma, chemicals and software. Portfolio construction follows disciplined entry, sizing and exit discipline with an investment horizon of three to five years. The portfolio typically consists of about 30 to 60 companies with diversification across sectors and risk management through position limits. Maximum weight in a single stock is generally capped at 10 percent while top ten holdings may account for about 50 percent of the portfolio. The strategy focuses on identifying scalable businesses early and allowing compounding across cycles with examples of past investments including Safari Industries, Trent, Hitachi Energy, Uno Minda and PB Fintech. Sector agnostic. Market cap combination of small cap, mid cap and limited large cap exposure.
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